Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Abbott is a financial advisor with Sanctuary Advisors, LLC. William has been in the financial industry for over 10 years. William is registered in 21 states and has a Series 7, Series 66 and SIE license. William holds the Certified Financial Planner designation. William specializes in working with high-net-worth individuals, corporations, and pension plans. William is also active in the community, serving as a Young Professional Executive for the First Tee of the Triangle. William's experience and expertise make him a valuable resource for individuals and families seeking financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
03/26/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
NC
10/21/2016 - 03/31/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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